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Jeffrey Scott Burrow

SIERRA OCEAN, LLC·RIPON, California
Unclaimed Profile
521 N WILMA AVENUE, RIPON, CA 95366CRD# 4119745Firm CRD# 313829
01

About

Jeffrey Scott Burrow is a registered financial advisor based in RIPON, California, affiliated with SIERRA OCEAN, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SIERRA OCEAN, LLC
SIERRA OCEAN, LLC
AUM
$395M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SIERRA OCEAN, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4119745
Firm CRD# 313829
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Scott Burrow offer?
Jeffrey Scott Burrow specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RIPON, California for a consultation.
What are Jeffrey Scott Burrow's credentials?
Jeffrey Scott Burrow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Scott Burrow located?
Jeffrey Scott Burrow is based in RIPON, California, working with SIERRA OCEAN, LLC. Their office serves clients in the RIPON metropolitan area and surrounding communities.
How does Jeffrey Scott Burrow charge for services?
Jeffrey Scott Burrow's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIERRA OCEAN, LLC?
SIERRA OCEAN, LLC has approximately 3 employees and manages $395M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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